Having only signed up to Quickbooks recently and spending hours trying to find a suitable Invoice template, I have been told by the online chat that I am unable to change the heading of 'Ship To' on my Invoices!
I really hope there is a way around this as this is not suitable for our business. Can anyone help?
There is no way to change that header. The workaround would be to create your own invoice template - please find attached an article on how to create your own template and import it here.
Please let us know if you have any further questions.
Creating your only template is the only workaround at the moment. Please use the feedback option under your cog wheel to suggest this feature directly to the developers. They will then look into implementing this into future updates, if possible.
Hello GregMcpherson 👋 Not as of yet, I have checked this and it's still showing as shipping, This can be removed from the invoice if needs be by going into the custom form and deselecting shipping address when in content. Could you leave feedback regarding this? Cog wheel>feedback. Thanks
I understand I can deselect it. I however want the field. I also understand I can build my own custom template, which I might be forced to do. I'm new to QBO and still trying to learn the basics. I do however come from an IT background.
I'm being paid by one person to do work at many different sites (projects). The coding change to be able to select from a few different field titles including 'Project Address' rather than 'Ship To' should in my view be rather trivial in the scheme of things?
When creating projects in QuickBooks Online, there's no field for address, thus, we're unable to have a project address when creating invoices. At this time, you can manually update the address from the Ship To column. Also, I encourage following the steps provided above so our engineers will be updated about this feature.
As always, feel free to visit our blog to stay current with our latest QuickBooks updates.
You can always visit us here if you have any other concerns. I'm here to help. Keep safe!
Hello DP0123, It is not possible to rename the ship to the section you can only rename the middle section on the invoice(description, amount, quantity, etc) or the transaction type(invoice/estimate)to something else. The option you do have is using a custom field and naming it project but you would then have to manually enter the address each time.😊-Emma
I understand it's not possible to rename the field. My question is: somewhere in your organization you have programmers. Can you not get one of those programmers to tinker with the code so as to make the 'ship to' field a changeable title.
It shouldn't be so difficult.
We recognize your unique needs as this would benefit your business, GregMcPherson.
Your voice is important for us to ensure we give our customers the quality service they deserve. Rest assured. I’ll submit your feedback to our management team and your suggestion will help us identify the areas where we can improve our product.
In the meantime, just manually update the address from the Ship To column when creating the transaction.
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The Community will always have your back if you need anything else in running your business. Assistance is just one post away. Have a great day ahead.
This is not a very helpful response. I agree with OP that this is not unique to just one person. It wouldn't be too much of an issue to create a custom template, but the problem with that is that QBO software isn't even intelligent enough to recognize the unique fields. QBO is quite useless for a business that doesn't ship products or provides services for multiple individuals in different locations. Quite disappointing.
We're an electrical contractor company with the same issue. Sales and installation is done at different project locations often for the same customer.
We resorted to using 1 of the 3 available custom fields on forms as 'Job Location'. The good is, unlike 'ship to', the field can be used in reports to, for instance, see all the work done at specific locations. The bad is it's limited to like 25 characters so we've resorted to street address only and truncated when too long. Manually entering it can lead to typos which requires even more time to manually track down and fix. And you still end up needing 'ship to' for proper sales tax anyway.
We're now attempting to use quickbooks built in 'location' field which has to be enabled in the settings. The good is there is no character limit, locations get saved in a drop down menu for future reuse, and they can be used in reports. The bad is, there's no way to include the location field on customer forms so we're still forced to use 'Job Location' custom field as detailed above, and it can't be used for sales tax so we're still forced to use 'ship to'.
It's lame. How are service companies and contractors handling this?
Thanks for joining this thread Jposkanzer, we agree it would be great to have the option to customise this wording to suit your business needs, and we'd urge if you haven't already to submit feedback for this within your account by going to the Cog > Feedback - this way it'll reach our developers who implement changes on a demand basis, so the more input we can get the better. 🙂
I agree, it is not very professional to have the field say "ship to" address when it is obviously a "service" address. In Quickbooks desktop I was able to change it, but not in Quickbooks Online. We are an HVAC contractor and are just putting up with it until I can take the time to do a custom template.